BTS Asset Management, founded in 1979 and headquartered in Lincoln, Massachusetts, provides discretionary investment management services to individuals, high net worth individuals, pension plans, trusts, and other entities. BTS Asset Management specializes in tactical asset allocation, strategic asset allocation, multi-strategy portfolios, and specialized equity and income strategies. The firm uses quantitative analysis and proprietary technical indicators to manage portfolios dynamically, aiming to preserve capital during falling markets and capture appreciation during rising markets. BTS Asset Management offers various portfolio types, such as tactical bond and equity portfolios, seasonality strategies, and custom multi-strategy portfolios. Clients work with financial representatives who help them choose appropriate portfolios based on their risk tolerance and investment objectives. BTS Asset Management also acts as an investment adviser to several registered investment companies and provides model recommendations through third-party platforms and sub-advisory relationships.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Schedule reflects Tactical Asset Allocation Portfolios. BTS Asset Management offers different schedules for Strategic Asset Allocation, Multi-Strategy, and other specific portfolios. Fees are negotiable for institutional clients, retirement plans, and large household accounts.